Client Services Representative (January 2027 Class) jobs in United States
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American Century Investments · 6 hours ago

Client Services Representative (January 2027 Class)

American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. The Client Services Representative is responsible for facilitating positive interactions with clients by providing service excellence and managing complex transactions.

Financial Services
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Responsibilities

Models the American Century Investments Winning Behaviors:
Client Focused: Enhancing customer satisfaction and building strong customer relationships
Courageous & Accountable: Adheres to the highest ethical standards and business practices and supports a culture of compliance
Collaborative: Support a team environment by successfully collaborating with internal clients and business partners
Curious and Adaptable: Constantly learns about our business, evaluates and makes improvements in how we do business
Competitive Drive: Passionate about our industry and clients
Transaction Management: Interpret and complete complex transactions for multiple account types accurately and timely using a variety of resources
Performance Excellence: Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role
Attention to Detail: Exhibit a high aptitude for attention to detail
Math Proficiency: Understanding of basic math
Typing Speed: Type at least 40 words per minute
Self-Sufficiency: Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency
Professional Communication: Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence
Policy Adherence: Stay current on policies and procedures
Active Participation: Attend training sessions, team, and department meetings
Constructive Feedback: Accept and act on constructive feedback in a professional manner

Qualification

Transaction ManagementProfessional CommunicationClient FocusedMath ProficiencyTyping SpeedMulti-taskingComputer ProficiencyAttention to DetailProblem-SolvingConstructive FeedbackCuriosityCompetitive DriveCollaborationAdaptability

Required

Associates degree or some college preferred (or any equivalent combination of education and work experience)
Previous client service experience
Proven ability to multi-task and research answers to problems
Proficiency using multiple computer applications/programs simultaneously
Ability to successfully complete pre-employment testing

Benefits

Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement
Formal mentorship program
Live and online learning

Company

American Century Investments

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American Century Investments an asset management company focused on delivering investment results.

Funding

Current Stage
Late Stage

Leadership Team

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Patricia Ribeiro
CIO
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Company data provided by crunchbase